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Move Payment to Correct Invoice/Member

Updated
  1. In the member's Account tab, expand the Transaction History section.
  1. Find the payment that was incorrectly applied and click on the payment Ref#.
  1. Click Unapply.
  1. Click OK to confirm you would like to unapply the payment. 
  1. Click on the link in the Received From section and change the name to the correct customer by searching for the appropriate member.
  1. The original invoice will revert back to unpaid (open) and will be displayed in the member's Transaction History.
  1. Verify the new payment is now listed under the correct customer by checking their Account tab.
  1. To apply the payment to the correct invoice, click on the Invoice Ref# of the invoice you'd like to apply the payment to.
  2. Select Apply Credit from the New Transaction dropdown menu.
  1. In the Apply Credits and Payments window, select Apply Payment. Be sure to update the date posted field to the original date of the payment.

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